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State Street Financial Select Sector SPDR ETF
XLF

Name Holding Trade Value Shares
Change 		Change in
Stake
ASBI
1026
American State Bank (Iowa)
Iowa
$498K -$1.18K -27 -0.2%
ACG
1027
Allen Capital Group
Nebraska
$497K -$3.8K -87 -0.8%
KFS
1028
Kaizen Financial Strategies
California
$490K +$87.3K +2,000 +23%
FTDI
1029
First Trust Direct Indexing
Massachusetts
$490K +$128K +2,933 +37%
YIA
1030
YHB Investment Advisors
Connecticut
$485K -$98.4K -2,254 -17%
EPM
1031
Elm Partners Management
Pennsylvania
$483K – – –
VWM
1032
Valley Wealth Managers
New Jersey
$478K -$48.4K -1,110 -10%
HCP
1033
Hexagon Capital Partners
Arkansas
$477K -$34.3K -785 -7%
SEP
1034
Southland Equity Partners
Missouri
$476K +$145K +3,334 +47%
LWL
1035
Leo Wealth LLC
Texas
$474K +$218 +5 +0%
CCA
1036
Childress Capital Advisors
Texas
$474K – – –
NI
1037
NCP Inc
California
$471K -$128K -2,939 -22%
BAM
1038
Brave Asset Management
New Jersey
$470K -$20.6K -472 -4%
CW
1039
Channel Wealth
California
$467K +$40.6K +930 +10%
SSWG
1040
Seven Springs Wealth Group
Tennessee
$465K – – –
EIA
1041
Eldridge Investment Advisors
New Hampshire
$463K +$87 +2 +0%
LAM
1042
LifePro Asset Management
California
$462K -$15.5K -356 -3%
BTI
1043
Blue Trust Inc
Georgia
$462K +$186K +4,253 +61%
RMAM
1044
Raab & Moskowitz Asset Management
New Jersey
$461K +$29.4K +674 +7%
AT
1045
Arlington Trust
Alabama
$461K -$54.5K -1,250 -11%
MWM
1046
Modera Wealth Management
New Jersey
$460K +$7.85K +180 +2%
HT
1047
Headlands Technologies
Illinois
$460K +$443K +10,147 New
UAG
1048
United Advisor Group
Ohio
$456K +$439K +10,057 New
UFF
1049
USA Financial Formulas
Michigan
$455K -$6.5K -149 -1%
ACP
1050
Aviance Capital Partners
Florida
$455K +$1.09K +25 +0.2%
40 41
42
43 44